Eaton Vance MA Ltd Maturity Munis A
The Eaton Vance Building 255 State Street Boston MA 02109
Phone: 800-225-6265
| Category: |
Muni Massachusetts |
| Fund Family: |
Eaton Vance |
| Net Assets: |
48.66M |
| Year-to-Date Return: |
2.39% |
| Yield: |
3.69% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
27-Jun-96 |
|
William H. Ahern, Jr.
Lead Manager since
01-May-97 |
|
| Ahern joined Eaton Vance in 1989 and is a portfolio manager and vice president of Eaton Vance Management. He has been a portfolio manager in Eaton Vances municipal income group since 1993. Ahern holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks current income exempt from federal and Massachusetts income taxes, consistent with low volatility. The fund normally invests at least 65% of assets in investment-grade Massachusetts municipal obligations. It typically maintains a dollar-weighted average portfolio maturity between three and nine years. It may invest up to 20% of assets in Alternative Minimum Tax-subject securities. The fund is nondiversified. |
| Last Dividend
(17-Dec-07):
|
0.03 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
14.00% |
| Average for Category:
|
18.24% |
|
| Expense |
EXMAX |
Category
Avg |
| Total Expense Ratio: |
0.82%
|
1.18% |
| Max 12b1 Fee: |
0.15%
|
N/A |
| Max Front End Sales Load: |
2.25%
|
4.15% |
| Max Deferred Sales Load: |
0.00%
|
2.75% |
| 3 Yr Expense Projection*: |
$487 |
$660 |
| 5 Yr Expense Projection*: |
$680 |
$949 |
| 10 Yr Expense Projection*: |
$1,239 |
$1,755 |
|
|
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